Warsh just inherited a mess
May 18, 2026 Warsh Is In. The Calendar Is Loaded. Week of May 18–22, 2026 Three days into the job…
Year: 2026
The power trade most people are sleeping on
May 17, 2026 The Power Trade Most People Are Sleeping On Nuclear, AI demand, and three names worth understanding before…
The $185B Missile Buildout Is Real
May 16, 2026 The $185B Missile Buildout Is Real What LMT, RTX, NOC, and RKLB are telling traders right now…
What actually came out of Beijing
May 15, 2026 All Handshakes, No Deal The Beijing summit wrapped. Investors are still waiting for something real. Here’s where…
Cerebras went public today. Here’s what the numbers actually say.
May 14, 2026 Cerebras Systems (CBRS) Is Live. Here’s the Full Picture. Priced at $185. $5.55B raised. $24.6B in backlog.…
Kevin Warsh just inherited the most complicated job in finance
May 13, 2026 One Vote Away From a New Fed Warsh is in. Powell isn’t gone. And the June 16…
Aurora’s driverless trucks are hauling real freight now
May 12, 2026 Aurora Innovation: A Berkshire Company Just Let a Computer Drive Its Trucks Driverless semis are hauling real…
Stablecoins Have a Rulebook Now
May 11, 2026 Stablecoins Have a Rulebook Now What Circle’s Q1, the CLARITY Act, and $300B in market cap actually…
A stock to watch today: DoorDash
May 7, 2026 A stock to watch today: DoorDash Not the only mover on the board, but one of the…
VRT: $15B backlog, 28% growth, and the options market isn’t panicking
May 6, 2026 VRT Is Quietly Compounding While the Market Chases Flashier AI Names $15B backlog. 28% revenue growth. An…